Contact Management & Emailing

Everything you need to know about managing contacts and segments, building emails and newsletters, and communicating with supporters through Zeffy’s CRM and emailing tools.

Getting Started with Zeffy's CRM

Getting started with Zeffy's CRM

How contacts are created in Zeffy

Import & Migrate Data

Import your data into Zeffy

How imported data will appear in Zeffy

Importing contacts into Zeffy

Importing historical payments into Zeffy

Importing members and creating membership cards

Importing recurring payments and donations

How to delete or undo a data import

Organise & Manage Your Contacts

Managing and editing contacts

Organize contacts into companies and households

Adding notes and reminders to contacts

Custom questions and custom contact fields

Adding custom properties to contacts

Filtering your contacts

Creating segments and lists

Grow Your Contact List

Create a newsletter sign-up form

Set Up Email Sending

Validating or verifying your email address

Customizing your email sender domain

Email deliverability: why emails land in spam and how to avoid it

Build & Send Your Emails

Sending emails and newsletters through Zeffy

Designing emails with Zeffy’s email builder and templates

Campaign communications: Schedule emails before and after your campaigns

Share a sent newsletter to social media

Measure Email Performance

Tracking email performance

Managing Email Subscriptions and Unsubscriptions in Zeffy

Donor Mail

Send Physical Letters to Your Donors Using Zeffy's Donor Mail Feature